How to Print a Daily Plan

The Print a Daily Plan tool allows you to print out the appointment schedule for a specific day. You can print out a less detailed schedule that allows you to see the appointment summary or a more detailed report that allows you to see the customer's previous appointments and product purchases.

To get started, follow these steps:

Hover over Calendar at the top of the screen.

Click Print Daily Plan and you're set. You'll have an option to print a more detailed plan, which provides additional information, including customer notes, past appointments, and previous product purchases.

Let's get started!

Printing a Daily Plan

1. Hover over Calendar. Then click Print Daily Plan.

2. Select the date by clicking on the calendar icon. This allows you to see the schedule for that specific day.

3. Click on the drop-down next to Service Provider to select the employee whose schedule you want to see or click ALL to include all employees in the daily plan report.

4. Click on the checkbox next to show customer contact info to include client contact details in the report.